PPI New Business Operations Specialist

Join PPI as a New Business Operations Specialist to support insurance advisors with timely application processing in North York. Ensure high service levels while managing casework effectively.

At PPI, part of iA Financial, the New Business Operations Specialist focuses on delivering high-quality service to advisors. You’ll handle life insurance applications, ensuring compliance and timely follow-ups. Candidates should possess 2-5 years of relevant experience and demonstrate exceptional organizational skills and accuracy in data management.

Key Responsibilities:

• Process life insurance applications efficiently

• Maintain communication with advisors and carriers

• Resolve issues that affect file processing

• Ensure all documentation is complete and accurate

• Record case progress in Wealth Serv timely

Requirements:

• Minimum 2-5 years’ administrative experience

• Strong attention to detail with data entry

• Ability to manage multiple deadlines

• Excellent communication skills, bilingual preferred

• Proficient in Microsoft Office applications

Support our commitment to excellent service as a New Business Operations Specialist at PPI.